Financial Adviser – Reliance Financial Services
Personal & Corporate Financial Advice & Planning
Reliance Financial Services was founded in 1988 by David Ridley, a Financial Adviser based in South Shields. The business was centred on Mortgage, Life and Investment advice to the general public. By 1992 the client bank had grown to over 3000 local clients serviced by seven financial advisers.
Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.
1 – Establish your goals
2 – Collect information
3 – Analysis
4 – Design your strategy
5 – Implement
6 – Regular Reviews
Financial Adviser for Savings & Investments
We can help you achieve a tax-efficient financial plan by providing advice that’s based on a thorough understanding of your personal circumstances and goals.
Financial Adviser for Retirement Planning
A pension is a tax-efficient, long-term savings plan. You can benefit from tax relief on the contributions you pay in and your pension pot has the potential to grow with minimal tax.
Financial Adviser for Protection
Life is full of surprises. So it’s important to be prepared if things don’t go to plan. Whether it’s an accident, hospitalisation or something more serious that knocks you off course, having the right protection insurance in place can make all the difference.
Financial Adviser for Mortgages
There are many types of mortgages available, numerous additional things to think about and costs to bear in mind. If you’d like more information, or would like help planning your first, or next property purchase, please get in touch.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
The value of a financial adviser
Great to deal with
4th July 2022
David and Karen helped me with a recent re mortgage
Very good communication
Helped make the process fast and smooth
Top class service
4th July 2022
As a first time buyer and not very clued up on the process of going forward of the purchase of my home, David and Karen were second to none really couldn’t do it with them top, top service.
Definitely recommend them thank you both.
Business Works
South Shields
Tyne & Wear
NE33 1RF
Tel: 0191 4274598
Email: info@reliancefinancial.co.uk